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PENN MUTUAL ASSET MANAGEMENT, LLC
PENN MUTUAL ASSET MANAGEMENT, LLC
CONSHOHOCKEN, Pennsylvania
·
3 registered advisors
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CRD# 107518
SEC# 801-35477
0
215-956-8114
01
Firm Overview
AUM
$33.7B
Regulatory assets under management
Employees
33
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at PENN MUTUAL ASSET MANAGEMENT, LLC
3 registered advisors
David Michael Raszeja
CONSHOHOCKEN, Pennsylvania
CRD# 6038855
Mark Emory Heppenstall
CONSHOHOCKEN, Pennsylvania
CRD# 2387340
Peter Moffit Sherman
HORSHAM, Pennsylvania
CRD# 1974905
05
Office Locations
CONSHOHOCKEN, Pennsylvania
2 advisors
HORSHAM, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. PENN MUTUAL ASSET MANAGEMENT, LLC (CRD# 107518) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.